Tax consultation, tax advisory, tax assessment, and tax preparation services; tax consultation, tax advisory, tax assessment, and tax preparation services relating to tax liability on personal investing activity

Providing analysis and calculation of tax payments; consultation, advisory, and analysis services with regard to tax payment management for personal investments; online, real-time tax payment financial management and tax payment financial analysis services; financial services, namely, coordination, within a single account, of a personal investment portfolio's tax management needs; payment processing services and accounts payable automation, namely, streamlining data feed integration in the field of tax liabilities; financial portfolio management by providing custom models and custom model allocations and portfolios using these models for minimizing costs, decreasing tax liability and decreasing volatility; tax withholding agent services in the nature of holding funds for others in trust in anticipation of tax liability; financial planning, namely, creating personalized strategies for achieving financial goals and minimizing income and estate tax liabilities

Providing temporary use of online non-downloadable software for use in tax planning, tax calculation, and tax return preparation; Providing temporary use of online non-downloadable software for organizing, tracking and calculating tax liabilities on personal investing activity; providing temporary use of online non-downloadable software for importing information regarding personal investing activity and providing tax liability estimates on personal investments; providing temporary use of online non-downloadable software for providing consumers with a snapshot of their annual personal investment taxes, portfolio allocation, and performance insights; providing temporary use of online non-downloadable software for connecting consumers with experts that provide tax guidance on personal investment tax strategy; providing temporary use of online non-downloadable software for analyzing investments and developing personal tax optimization strategies; providing temporary use of non-downloadable software to pre-populate tax forms with data from online personal investment accounts